CASH FLOW PLANNING FOR REAL LIFE GOALS

Education Event Registration

EVENT DETAILS

When: March 19th, 3:30 PM - 5:00 PM

Location: UW-Green Bay - University Union - Phoenix Room B

2430 Campus Ct, Green Bay, WI 54311

Presenter: Morgan Cain, CERTIFIED FINANCIAL PLANNER®

Join us for an interactive workshop designed to help you understand and manage your cash flow effectively.

This session focuses on aligning spending with your goals and values by exploring strategies for effective cash flow management, discussing essential budgeting concepts, and introducing tools to help monitor spending.

Whether you’re approaching retirement or are just getting started, this event offers valuable guidance for all stages of life.

Light refreshments will be provided.

Please Complete the below registration form if you will be attending.

We encourage you to bring a friend or family member who may benefit from this educational experience too!

This event is for educational purposes only, no plan specific benefits or details will be shared.